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Client Services Associate (Bennington, VT)

One Day In July | Financial Advisors

Bennington, VT · Posted November 8, 2026

Just laid off? Start here: a plan for the first weeks

More in Vermont job market · All Client Services Associate jobs (80) · Financial Services & Banking · Customer Success jobs

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How AI is used in this kind of work

Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

... Client Services AssociateHeadquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to disrupting... ...location to service clients in the area.As a Client Services Associate at One Day In July, you will assist the financial advisors...